---
title: "Use Dialpad for Salesforce Lightning"
slug: "dialpad-for-salesforce-lightning"
description: "Know how to empower your team to make Dialpad calls from within Salesforce Lightning. "
tags: ["powerdialer", "Salesforce  ", "Salesforce Integration", "salesforce lightning"]
updated: 2025-09-25T16:59:25Z
published: 2025-09-25T16:59:25Z
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.dialpad.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Use Dialpad for Salesforce Lightning

Dialpad for Salesforce enables companies to break down silos and seamlessly connect—with sales and service calls that live natively inside Salesforce to deliver more engaging experiences and improve agent productivity using Dialpad's robust features.

Let's take a look at the integration process for Salesforce Users on the Lightning platform.

[Embedded content](https://www.youtube-nocookie.com/embed/lSaR53xb-OU)

> [!NOTE]
> Who can use this
> 
> Dialpad integration with Salesforce Lightning is available to [Dialpad Sell](https://www.dialpad.com/products/sales-dialer/), [Dialpad Support](https://www.dialpad.com/products/inbound-call-center/) and [Dialpad Connect](https://www.dialpad.com/products/business-phone-system/) users.

## Enable open CTI for your app

Before you can enable the integration, you'll need to select the Lightning app you want to enable with Dialpad.

Here's how:

1. Navigate to the **App Manager**
2. Select each Lighting app you want to enable with Dialpad
3. Select **Edit![](https://cdn.us.document360.io/0f28ad44-2863-4372-a27e-c6728808d742/Images/Documentation/edit-sf-cti.png)**
4. Select **Utility Items (Desktop Only)**
5. Select **Add Utility Item ![](https://cdn.us.document360.io/0f28ad44-2863-4372-a27e-c6728808d742/Images/Documentation/sf-add-utility-item.png)**
6. Search for **Open CTI Softphone![](https://cdn.us.document360.io/0f28ad44-2863-4372-a27e-c6728808d742/Images/Documentation/open-cti-softphone.png)**
7. Rename the Open CTI Softphone as **Dialpad**
8. Select **Save** and **Done** to complete

![](https://cdn.us.document360.io/0f28ad44-2863-4372-a27e-c6728808d742/Images/Documentation/rename-save-cti.png)

Make sure that the app is assigned to the user profiles of the users you want to enable, then select **Save**. **![](https://cdn.us.document360.io/0f28ad44-2863-4372-a27e-c6728808d742/Images/Documentation/cti-user-profiles.png)**

## Enable Lightning

Once the package has been installed, you can enable the Lightning integration for individual users.

From the **Set Up menu**:

1. Select**Set Up Home**
2. Navigate to **Administration**
3. Select**Users**
4. Check the individual users you need to enable, then select **Edit**

![](https://cdn.us.document360.io/0f28ad44-2863-4372-a27e-c6728808d742/Images/Documentation/image-1686119007464.png)
5. Navigate to **Call Center,**then select the magnifying glass
6. Select **Dialpad Lightning**
7. Select **Save** to save your changes and finalize enablement

## Uninstall Lightning

To uninstall the Salesforce Lightning integration:

1. Navigate to **Apps**
2. Select**Installed Packages**
3. Next to Dialpad for Salesforce, select **Uninstall**
4. On the uninstall screen, select **Do Not Save a Copy...**
5. Select **Uninstall**

## Switch Salesforce instances

Easily switch between your company's multiple Salesforce instances.

To switch a Salesforce instance, open a conversation in the**Dialpad app.**

1. Select the contact name, or click the person icon on the Skinny Bar
2. Select the **Salesforce widget**
3. Select **options** (that's the three vertical dots)

![](https://cdn.us.document360.io/0f28ad44-2863-4372-a27e-c6728808d742/Images/Documentation/sf-sidebar-menu(2).png)
4. Select **Disconnect** ![](https://cdn.us.document360.io/0f28ad44-2863-4372-a27e-c6728808d742/Images/Documentation/sf-disconnect(2).png)

Once disconnected, follow the same steps, then select Connect and follow the prompts.

## Related

- [Dialpad for Salesforce Lightning FAQs](/dialpad-for-salesforce-lightning-faqs.md)
- [Dialpad Powerdialer with Salesforce](/dialpad-powerdialer-with-salesforce.md)
- [Dialpad for Salesforce Classic](/dialpad-for-salesforce-classic.md)
- [Dialpad for Salesforce Classic FAQs](/dialpad-for-salesforce-classic-faqs.md)